CIK 1482012
Smith Salley Wealth Management
Institutional 13F holdings & portfolio
Holdings
264
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 264
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NKE | NIKE INC | 16K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 6K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 36K | $500K+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 21K | $500K+ | SH |
| SO | SOUTHERN CO | 11K | $500K+ | SH |
| YUM | YUM BRANDS INC | 6K | $500K+ | SH |
| TSCO | TRACTOR SUPPLY CO | 18K | $500K+ | SH |
| IWM | ISHARES TR | 4K | $500K+ | SH |
| BEAT | HEARTBEAM INC | 368K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 18K | $500K+ | SH |
| NDAQ | NASDAQ INC | 8K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 6K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| KLAC | KLA CORP | 632 | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 13K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| USB | US BANCORP DEL | 14K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 5K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 9K | $500K+ | SH |
| FMAT | FIDELITY COVINGTON TRUST | 14K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 1K | $500K+ | SH |
| CSX | CSX CORP | 17K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| GL | GLOBE LIFE INC | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 554 | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| FREL | FIDELITY COVINGTON TRUST | 17K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 3K | $100K–$500K | SH |